How to remove appeals from the drop-down menu in a gift record

The appeals listed in the drop-down menu on a gift record are active appeals that exist in the database. In order to remove appeals from this drop-down menu, the appeal record must be marked as inactive.

Article
Number:50034

Products:

Raiser_s_Edge_RE

To remove appeals from the drop-down menu on a gift record, follow these steps:

Identify the appeal that needs to be removed from the list.

Go to the Records page and select Appeals.

Search for the appeal that needs to be removed.

Open the appeal record and check the 'Appeal is inactive' box.

Save and close the appeal record.

The appeal will no longer be listed as an option on the pull-down menu in a gift record.